Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: RTRE
- CUSIP Number: 19423l441
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Analyze quarterly positions in Collaborative Investmnt Ser with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold COLLABORATIVE INVESTMNT SER this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Belpointe Asset Management | 569k | $15M | 11% | Sep 2024 |
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Astoria Portfolio Advisors | 209k | $5.1M | 100% | Dec 2024 |
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Citadel Advisors | 28k | $719k | 100% | Sep 2024 |
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Independent Wealth Network | 20k | $499k | 100% | Dec 2024 |
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Jpmorgan Chase & Co | 889.00 | $23k | 100% | Sep 2024 |
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Who sold out of Collaborative Investmnt Ser?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Jane Street | Jun 2024 | 10k | $259k |